Law Firms
You have the Advice.
We have the Authenticated Data.
Did you know inheritance disputes have risen by over 34% in the last decade and +70% of estate plans end up in dispute or litigation?
Modern business practices have implemented digital record-keeping as an industry standard.
But in estate planning, legal records are still on paper.
Estate documents, facilitating the transfer of over $129T in Generational Assets, still persist in paper form without a centralized repository for digital authentication OR immediate access to updates to client records. This necessitates manual document reviews, leading to additional costs, time inefficiencies, human errors, and liabilities when the client dies.
California Probate Code § 15402
The Supreme Court of California recently affirmed that a trust instrument with an explicit and exclusive means of modification is limited to that method of modification.
FACT
In litigation, you don’t just want a document;
you need THE document.
Digital Estate Records are vital for the Next Generation
Interactive Client Registry
Engage with client’s estate planning information dynamically, rather than relying on static documents (paper or pdfs)
Full Compliance with Global Data Privacy Regulations
Protects your firm and your client’s personal data in accordance with GDPR, CCPA, and CRPA regulations
Access to Authenticated Data Without Expensive Tech-Integrations
Retrieve all current, relevant Trust data instantly with a single click from your DARCi Registry dashboard
Digitally Link Lawyer-Client
Invite clients to designate you or your firm as a “Trusted Person,” streamlining access for document management through your dedicated portal
Organic, Multi-generational Business Growth
Develop meaningful partnerships with Beneficiaries, Trustees and Successor Trustees, as well as 3rd-parties, fostering growth and longevity
Changing
the Status Quo with the
DARCi Registry & Digitally Control Assent
with Authenticated Legal Documents
